Compare · 3 funds side by side · dividends reinvested

IVOO, IWR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

IVOO, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B1.5

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.9%+16.4%+18.3%+7.8%−8.8%15.0%$3.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVOO 2010 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,589

IVOO

IWR

iShares Russell Mid-Cap ETF · $58.8B$14,596

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

IVOOMeasureIWR

+13.9%Year to dateJan 1 → Nov 4+16.9%

+16.4%1 yearTotal return+18.2%

+18.3%3 years · per year$10,000 became $16,576 · $17,790+21.2%

+7.8%5 years · per year$10,000 became $14,589 · $14,596+7.9%

0.07%Expense ratio$7 · $18 a year on $10k · lower is better0.18%

1.19%Trailing 12-mo yield$119 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.2%

15.0%VolatilityLower is calmer13.4%

IVOOIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVOO vs IWR: Top 5 Holdings

Today

IVOO

4.6%in top 5

IWR

in top 53.7%

IVOOStockIWR

1.3%TWLOnot top 5

1.0%OKTAnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

0.8%FTInot top 5

0.8%NVTnot top 5

0.8%ATInot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common22.0%

End-of-day Nov 4, 2026 · share of each fund

IVOO vs IWR Returns, Every Period

VanguardIVOO

+7.8%

5 years, per year

IWRiShares

+7.9%

5 years, per year

IVOOIWRFaded: behind in that period

0–4IWR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IVOO vs IWR

YTD

VanguardIVOO

+13.9%

IWRiShares

+16.9%

+13.9%Year to date+16.9%

−8.8%Worst drop · 1Y−8.2%

15.0%Volatility · 1Y13.4%

1.2%Yield1.1%

$3.7BAssets$58.8B

3–1IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOO, IWR, IWF

Today

0.07%lowest, IVOO

FundExpense ratioFee$10k

IVOO0.07%$7

IWR0.18%$18

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVOO, IWR, IWF

1.19%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.19%$119

IWR1.14%$114

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

IWR$114 − $18 = $96

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVOO, IWR, IWF

Today

22.0%most shared, IVOO and IWR

IVOOIWRIWF

IVOO—22.0%1.9%

IWR22.0%—10.3%

IWF1.9%10.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

IVOOWorst drop−8.8%15.0% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVOOIWR

+13.9%Year to date+16.9%

1.2%Yield1.1%

+16.4%Past year+18.2%

0.07%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026